Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| WSFS FINANCIAL CORPWSFS · Entity 4058 | Director | September 10, 2026 | September 11, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
WSFS FINANCIAL CORP
Report date September 10, 2026 · Filed September 11, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 11,495 |
Reported balance
After 2026-09-10 transaction · row 1
1 source rowRow 1 · 2026-09-10 · Sale · Disposed 3,247 · Balance 11,495 F1: Represents a weighted-average price. These shares were sold in multiple transactions at prices ranging from $79.44 to $79.48, inclusive. For all transactions reported on this Form 4 utilizing a weighted-average price, the reporting person will provide to the issuer, any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares sold at each price within the range. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents a weighted-average price. These shares were sold in multiple transactions at prices ranging from $79.44 to $79.48, inclusive. For all transactions reported on this Form 4 utilizing a weighted-average price, the reporting person will provide to the issuer, any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares sold at each price within the range.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Beneficial Bancorp Inc.
Report date March 01, 2019 · Filed March 05, 2019
Section 16 reporting ended · disclosed 2019-03-05. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2019-03-01 transaction · row 1
1 source rowRow 1 · 2019-03-01 · Disposition to issuer · Disposed 53,544 · Balance 0 F1: Disposed of pursuant to the Agreement and Plan of Reorganization, dated as of August 7, 2018 and amended on November 1, 2018, by and between WSFS Financial Corporation ("WSFS") and Beneficial Bancorp, Inc. ("Beneficial"), pursuant to which Beneficial merged with and into WSFS, with WSFS continuing as the surviving entity (the "Merger"). At the effective time of the Merger (the "Effective Time"), each share of Beneficial common stock issued and outstanding immediately prior to such time (other than certain excluded common stock) was converted into the right to receive 0.3013 of a share of WSFS common stock and $2.93 in cash. |
| Common StockSEC Table I · non-derivative | IndirectRestricted Stock | 0 |
Reported balance
After 2019-03-01 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2019-03-01 · Disposition to issuer · Disposed 275 · Balance 0 F1: Disposed of pursuant to the Agreement and Plan of Reorganization, dated as of August 7, 2018 and amended on November 1, 2018, by and between WSFS Financial Corporation ("WSFS") and Beneficial Bancorp, Inc. ("Beneficial"), pursuant to which Beneficial merged with and into WSFS, with WSFS continuing as the surviving entity (the "Merger"). At the effective time of the Merger (the "Effective Time"), each share of Beneficial common stock issued and outstanding immediately prior to such time (other than certain excluded common stock) was converted into the right to receive 0.3013 of a share of WSFS common stock and $2.93 in cash. F2: Shares of restricted stock vest in 5 equal annual installments beginning on September 17, 2016, the first anniversary of the date of the award. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $13.11 · Expires 2025-09-17 | Direct | 0 |
Reported balance
After 2019-03-01 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2019-03-01 · Disposition to issuer · Disposed 2,750 · Balance 0 F4: At the Effective Time, pursuant to the Agreement and Plan of Reorganization, dated as of August 7, 2018 and amended on November 1, 2018, by and between WSFS and Beneficial, all stock options were cancelled and the reporting person received a cash payment for each stock option equal to the difference, if positive, between $19.50 and the applicable exercise price of such stock option. F3: Stock options vest in 5 equal annual installments with the first 20% vesting on September 17, 2016, the first anniversary of the date of the grant. |
Filing footnotes · ownership attribution and instrument terms
F1: Disposed of pursuant to the Agreement and Plan of Reorganization, dated as of August 7, 2018 and amended on November 1, 2018, by and between WSFS Financial Corporation ("WSFS") and Beneficial Bancorp, Inc. ("Beneficial"), pursuant to which Beneficial merged with and into WSFS, with WSFS continuing as the surviving entity (the "Merger"). At the effective time of the Merger (the "Effective Time"), each share of Beneficial common stock issued and outstanding immediately prior to such time (other than certain excluded common stock) was converted into the right to receive 0.3013 of a share of WSFS common stock and $2.93 in cash.
F2: Shares of restricted stock vest in 5 equal annual installments beginning on September 17, 2016, the first anniversary of the date of the award.
F3: Stock options vest in 5 equal annual installments with the first 20% vesting on September 17, 2016, the first anniversary of the date of the grant.
F4: At the Effective Time, pursuant to the Agreement and Plan of Reorganization, dated as of August 7, 2018 and amended on November 1, 2018, by and between WSFS and Beneficial, all stock options were cancelled and the reporting person received a cash payment for each stock option equal to the difference, if positive, between $19.50 and the applicable exercise price of such stock option.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| September 10, 2026 Filed Sep 11, 2026 14:10 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | SaleCommon Stock | 3,247 | $79.46 | $258,006.62 |
DisclosureSEC source: 0001206878-26-000005 · primarydocument.xml · nonDerivative · entry 1 DONAHUE MICHAEL J · CIK 0001206878 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,495 F1 · price: Represents a weighted-average price. These shares were sold in multiple transactions at prices ranging from $79.44 to $79.48, inclusive. For all transactions reported on this Form 4 utilizing a weighted-average price, the reporting person will provide to the issuer, any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares sold at each price within the range. Read SEC document |
| August 07, 2026 Filed Aug 10, 2026 22:22 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantCommon Stock | 923 | $81.27 | $75,012.21 |
DisclosureSEC source: 0001206878-26-000003 · primarydocument.xml · nonDerivative · entry 1 DONAHUE MICHAEL J · CIK 0001206878 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,742 Read SEC document |
| August 08, 2025 Filed Aug 12, 2025 20:17 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantCommon Stock | 1,123 | $53.47 | $60,046.81 |
DisclosureSEC source: 0001562180-25-005718 · primarydocument.xml · nonDerivative · entry 1 DONAHUE MICHAEL J · CIK 0001206878 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,819 Read SEC document |
| August 09, 2024 Filed Aug 13, 2024 16:20 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantCommon Stock | 1,201 | $49.99 | $60,037.99 |
DisclosureSEC source: 0001562180-24-006204 · primarydocument.xml · nonDerivative · entry 1 DONAHUE MICHAEL J · CIK 0001206878 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,696 Read SEC document |
| December 01, 2023 Filed Dec 4, 2023 21:06 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | SaleCommon Stock | 3,148 | $40.30 | $126,864.40 |
DisclosureSEC source: 0001562180-23-008041 · primarydocument.xml · nonDerivative · entry 1 DONAHUE MICHAEL J · CIK 0001206878 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,495 F1 · price: Represents a weighted average price. Shares were sold at prices ranging from $40.29 to $41.94. Read SEC document |
| August 11, 2023 Filed Aug 15, 2023 17:51 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantCommon Stock | 1,373 | $43.72 | $60,027.56 |
DisclosureSEC source: 0001562180-23-006334 · primarydocument.xml · nonDerivative · entry 1 DONAHUE MICHAEL J · CIK 0001206878 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,643 Read SEC document |
| August 12, 2022 Filed Aug 17, 2022 17:09 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantCommon Stock | 692 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-22-006153 · primarydocument.xml · nonDerivative · entry 1 DONAHUE MICHAEL J · CIK 0001206878 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,270 Read SEC document |
| August 13, 2021 Filed Aug 17, 2021 20:42 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantCommon Stock | 769 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-21-005349 · primarydocument.xml · nonDerivative · entry 1 DONAHUE MICHAEL J · CIK 0001206878 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,578 Read SEC document |
| August 14, 2020 Filed Aug 18, 2020 23:13 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantCommon Stock | 1,122 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-20-005518 · primarydocument.xml · nonDerivative · entry 1 DONAHUE MICHAEL J · CIK 0001206878 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,809 Read SEC document |
| October 25, 2019 Filed Oct 29, 2019 17:42 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Disposition to issuerCommon Stock | 6,639 | $43.55 | $289,128.45 |
DisclosureSEC source: 0001562180-19-005269 · primarydocument.xml · nonDerivative · entry 1 DONAHUE MICHAEL J · CIK 0001206878 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,687 F1 · price: Represents a weighted average price. Shares were sold at prices ranging from $43.53 to $43.60 Read SEC document |
| August 09, 2019 Filed Aug 13, 2019 21:53 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantCommon Stock | 840 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-19-004260 · primarydocument.xml · nonDerivative · entry 1 DONAHUE MICHAEL J · CIK 0001206878 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,326 Read SEC document |
| May 21, 2019 Filed Jun 14, 2019 01:54 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantCommon Stock | 272 | $0.00 | $0.00 |
DisclosureSEC source: 0001552781-19-000283 · ownership.xml · nonDerivative · entry 1 DONAHUE MICHAEL J · CIK 0001206878 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,486 Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 21:27 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantCommon Stock | 82 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-19-001693 · primarydocument.xml · nonDerivative · entry 2 DONAHUE MICHAEL J · CIK 0001206878 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,214 F2 · price: Received in exchange for 275 shares of Restricted Stock of Beneficial in connection with the Merger. At the Effective Time, each award in respect of a share of Beneficial common stock subject to vesting, repurchase or other lapse restriction granted under a Beneficial stock plan other than a stock option (a "Beneficial Restricted Stock Award") fully vested (with any applicable performance-based vesting conditions applicable to such Beneficial Restricted Stock Award deemed to have been fully achieved) and canceled and converted into the right to receive the Merger Consideration. On February 28, 2019, the last trading day before the Effective Time, the closing price of Beneficial's common stock was $16.12 per share and the closing price of WSFS' common stock was $43.28 per share. All fractional share holdings were paid in cash. F3 · ownership.direct: In connection with the Merger, shares of Restricted Stock previously held in trust for the benefit of Mr. Donahue will be converted into shares of WSFS common stock, to be held directly by him. Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 21:27 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantCommon Stock | 16,132 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-19-001693 · primarydocument.xml · nonDerivative · entry 1 DONAHUE MICHAEL J · CIK 0001206878 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,132 F1 · price: Received in exchange for 53,544 shares of Beneficial Bancorp, Inc. ("Beneficial") common stock in connection with the merger of Beneficial with and into WSFS Financial Corporation ("WSFS") effective March 1, 2019 (the "Merger"). At the effective time of the Merger at 12:01 a.m. on March 1, 2019 (the "Effective Time"), each outstanding share of Beneficial common stock converted into the right to receive 0.3013 shares of WSFS common stock and $2.93 in cash (the "Merger Consideration"). On February 28, 2019, the last trading day before the Effective Time, the closing price of Beneficial's common stock was $16.12 per share and the closing price of WSFS' common stock was $43.28 per share. All fractional share holdings were paid in cash. Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 13:59 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | Disposition to issuerStock Option (Right to Buy) · Derivative | 2,750 | $0.00 Strike: $13.11 | $0.00 |
DisclosureSEC source: 0001225208-19-004480 · doc4.xml · derivative · entry 3 DONAHUE MICHAEL J · CIK 0001206878 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,750 shares Expires 2025-09-17 F4 · price: At the Effective Time, pursuant to the Agreement and Plan of Reorganization, dated as of August 7, 2018 and amended on November 1, 2018, by and between WSFS and Beneficial, all stock options were cancelled and the reporting person received a cash payment for each stock option equal to the difference, if positive, between $19.50 and the applicable exercise price of such stock option. F3 · derivative.exercise_date: Stock options vest in 5 equal annual installments with the first 20% vesting on September 17, 2016, the first anniversary of the date of the grant. Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 13:59 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | Disposition to issuerCommon Stock | 275 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-004480 · doc4.xml · nonDerivative · entry 2 DONAHUE MICHAEL J · CIK 0001206878 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Restricted Stock Disclosed balance after: 0 F1 · price: Disposed of pursuant to the Agreement and Plan of Reorganization, dated as of August 7, 2018 and amended on November 1, 2018, by and between WSFS Financial Corporation ("WSFS") and Beneficial Bancorp, Inc. ("Beneficial"), pursuant to which Beneficial merged with and into WSFS, with WSFS continuing as the surviving entity (the "Merger"). At the effective time of the Merger (the "Effective Time"), each share of Beneficial common stock issued and outstanding immediately prior to such time (other than certain excluded common stock) was converted into the right to receive 0.3013 of a share of WSFS common stock and $2.93 in cash. F2 · ownership.nature: Shares of restricted stock vest in 5 equal annual installments beginning on September 17, 2016, the first anniversary of the date of the award. Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 13:59 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | Disposition to issuerCommon Stock | 53,544 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-004480 · doc4.xml · nonDerivative · entry 1 DONAHUE MICHAEL J · CIK 0001206878 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: Disposed of pursuant to the Agreement and Plan of Reorganization, dated as of August 7, 2018 and amended on November 1, 2018, by and between WSFS Financial Corporation ("WSFS") and Beneficial Bancorp, Inc. ("Beneficial"), pursuant to which Beneficial merged with and into WSFS, with WSFS continuing as the surviving entity (the "Merger"). At the effective time of the Merger (the "Effective Time"), each share of Beneficial common stock issued and outstanding immediately prior to such time (other than certain excluded common stock) was converted into the right to receive 0.3013 of a share of WSFS common stock and $2.93 in cash. Read SEC document |
| January 25, 2019 Filed Jan 29, 2019 23:32 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | OtherCommon Stock | 2,410 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-001485 · doc4.xml · nonDerivative · entry 2 DONAHUE MICHAEL J · CIK 0001206878 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Restricted Stock XIII Disclosed balance after: 0 F1 · kind: Since the reporting person's last report, 2,410 shares of restricted stock have vested and are now held directly. F2 · ownership.nature: Shares of restricted stock were fully vested on January 25, 2019. Read SEC document |
| January 25, 2019 Filed Jan 29, 2019 23:32 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | OtherCommon Stock | 2,410 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-001485 · doc4.xml · nonDerivative · entry 1 DONAHUE MICHAEL J · CIK 0001206878 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,544 F1 · kind: Since the reporting person's last report, 2,410 shares of restricted stock have vested and are now held directly. Read SEC document |
| October 18, 2018 Filed Oct 19, 2018 17:06 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | Disposition to issuerCommon Stock | 22,037 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-014745 · doc4.xml · nonDerivative · entry 1 DONAHUE MICHAEL J · CIK 0001206878 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Restricted Stock X Disclosed balance after: 0 Read SEC document |
| September 17, 2018 Filed Sep 19, 2018 20:50 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | OtherCommon Stock | 137 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-013568 · doc4.xml · nonDerivative · entry 2 DONAHUE MICHAEL J · CIK 0001206878 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Restricted Stock Disclosed balance after: 275 F1 · shares: Since the reporting person's last report, 137 shares of restricted stock have vested and are now held directly. F2 · ownership.nature: Shares of restricted stock vest in 5 equal annual installments beginning on September 17, 2016, the first anniversary of the date of the award. Read SEC document |
| September 17, 2018 Filed Sep 19, 2018 20:50 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | OtherCommon Stock | 137 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-013568 · doc4.xml · nonDerivative · entry 1 DONAHUE MICHAEL J · CIK 0001206878 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,134 F1 · shares: Since the reporting person's last report, 137 shares of restricted stock have vested and are now held directly. Read SEC document |
| January 26, 2018 Filed Jan 29, 2018 22:18 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | OtherCommon Stock | 2,778 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-001796 · doc4.xml · nonDerivative · entry 2 DONAHUE MICHAEL J · CIK 0001206878 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Restricted Stock XII Disclosed balance after: 0 F1 · kind: Since the reporting person's last report, 2,778 shares of restricted stock have vested and are now held directly. F2 · ownership.nature: Shares of restricted stock will fully vest on January 26, 2018. Read SEC document |
| January 26, 2018 Filed Jan 29, 2018 22:18 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | OtherCommon Stock | 2,778 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-001796 · doc4.xml · nonDerivative · entry 1 DONAHUE MICHAEL J · CIK 0001206878 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,997 F1 · kind: Since the reporting person's last report, 2,778 shares of restricted stock have vested and are now held directly. Read SEC document |
| January 25, 2018 Filed Jan 26, 2018 21:32 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | GrantCommon Stock | 2,410 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-001637 · doc4.xml · nonDerivative · entry 1 DONAHUE MICHAEL J · CIK 0001206878 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Restricted Stock XIII Disclosed balance after: 2,410 F1 · ownership.nature: Shares of restricted stock will fully vest on January 25, 2019. Read SEC document |
| January 09, 2018 Filed Jan 11, 2018 15:37 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | OtherCommon Stock | 22,037 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-000923 · doc4.xml · nonDerivative · entry 2 DONAHUE MICHAEL J · CIK 0001206878 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Restricted Stock X Disclosed balance after: 22,037 F1 · kind: Since the reporting person's last report, 22,037 shares of restricted stock have vested and are now held directly. F2 · ownership.nature: Shares of restricted stock vest in 3 installments with the first 33 1/3% vesting on June 9, 2017, the first anniversary of the date of the award, and the second and third installments vesting on January 9, 2018 and January 9, 2019, respectively. Read SEC document |
| January 09, 2018 Filed Jan 11, 2018 15:37 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | OtherCommon Stock | 22,037 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-000923 · doc4.xml · nonDerivative · entry 1 DONAHUE MICHAEL J · CIK 0001206878 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,219 F1 · kind: Since the reporting person's last report, 22,037 shares of restricted stock have vested and are now held directly. Read SEC document |
| September 17, 2017 Filed Sep 20, 2017 13:35 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | OtherCommon Stock | 138 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-015145 · doc4.xml · nonDerivative · entry 2 DONAHUE MICHAEL J · CIK 0001206878 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Restricted Stock Disclosed balance after: 412 F1 · kind: Since the reporting person's last report, 138 shares of restricted stock have vested and are now held directly. F2 · ownership.nature: Shares of restricted stock vest in 5 equal annual installments beginning on September 17, 2016, the first anniversary of the date of the award. Read SEC document |
| September 17, 2017 Filed Sep 20, 2017 13:35 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | OtherCommon Stock | 138 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-015145 · doc4.xml · nonDerivative · entry 1 DONAHUE MICHAEL J · CIK 0001206878 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,182 F1 · kind: Since the reporting person's last report, 138 shares of restricted stock have vested and are now held directly. Read SEC document |
| July 21, 2017 Filed Jul 25, 2017 15:29 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | OtherCommon Stock | 3,870 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-012844 · doc4.xml · nonDerivative · entry 2 DONAHUE MICHAEL J · CIK 0001206878 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Restricted Stock XI Disclosed balance after: 0 F1 · kind: Since the reporting person's last report, 3,870 shares of restricted stock have vested and are now held directly. F2 · ownership.nature: Shares of restricted stock will fully vest on July 21, 2017. Read SEC document |
| July 21, 2017 Filed Jul 25, 2017 15:29 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | OtherCommon Stock | 3,870 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-012844 · doc4.xml · nonDerivative · entry 1 DONAHUE MICHAEL J · CIK 0001206878 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,044 F1 · kind: Since the reporting person's last report, 3,870 shares of restricted stock have vested and are now held directly. Read SEC document |
| June 09, 2017 Filed Jun 13, 2017 15:36 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | OtherCommon Stock | 22,037 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-011182 · doc4.xml · nonDerivative · entry 2 DONAHUE MICHAEL J · CIK 0001206878 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Restricted Stock X Disclosed balance after: 44,074 F1 · kind: Since the reporting person's last report, 22,037 shares of restricted stock have vested and are now held directly. F2 · ownership.nature: Shares of restricted stock vest in 3 installments with the first 33 1/3% vesting on June 9, 2017, the first anniversary of the date of the award, and the second and third installments vesting on Janaury 9, 2018 and January 9, 2019, respectively. Read SEC document |
| June 09, 2017 Filed Jun 13, 2017 15:36 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | OtherCommon Stock | 22,037 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-011182 · doc4.xml · nonDerivative · entry 1 DONAHUE MICHAEL J · CIK 0001206878 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,174 F1 · kind: Since the reporting person's last report, 22,037 shares of restricted stock have vested and are now held directly. Read SEC document |
| January 26, 2017 Filed Jan 30, 2017 20:30 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | GrantCommon Stock | 2,778 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-001987 · doc4.xml · nonDerivative · entry 1 DONAHUE MICHAEL J · CIK 0001206878 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Restricted Stock XII Disclosed balance after: 2,778 F1 · ownership.nature: Shares of restricted stock will fully vest on January 26, 2018. Read SEC document |
| September 16, 2016 Filed Sep 20, 2016 15:27 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | OtherCommon Stock | 137 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-16-039526 · doc4.xml · nonDerivative · entry 2 DONAHUE MICHAEL J · CIK 0001206878 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Restricted Stock Disclosed balance after: 550 F1 · kind: Since the reporting person's last report, 137 shares of restricted stock have vested and are now held directly. F2 · ownership.nature: Shares of restricted stock vest in 5 equal annual installments beginning on September 17, 2016, the first anniversary of the date of the award. Read SEC document |
| September 16, 2016 Filed Sep 20, 2016 15:27 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | OtherCommon Stock | 137 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-16-039526 · doc4.xml · nonDerivative · entry 1 DONAHUE MICHAEL J · CIK 0001206878 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 137 F1 · kind: Since the reporting person's last report, 137 shares of restricted stock have vested and are now held directly. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.